Trust Operations Coordinator

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.

About the Role

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence.

Job Summary

The Trust Operations Coordinator provides internal and administrative support for the Trust Operations team. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed. They will assist with leading administrative tasks related to Trust Services, working closely with leadership to ensure timely correspondence with internal teams and clients, and serving as a liaison between the WMT and any Corporate Trustee business partner.

Responsibilities

• Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow.
• Working closely with leadership to ensure timely correspondence with internal teams and clients.
• Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations.
• Working collaboratively to document key processes.
• Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents.
• Serving as quality control point to ensure that all calls, transactions, maintenance changes, policy and procedures for customer requests have been adhered to in accordance with compliance requirements and Trust Operations Internal Guidelines.
• Reviewing and maintaining unique asset pricing.
• Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow.
• Cross training to serve as back-up to other team members.
• Other duties as assigned by management.

Requirements

• A high school diploma required; a bachelor’s degree preferred.
• Executive support or administrative experience a plus.
• Experience or willingness to work with dynamic professionals.
• An outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time.
• Outstanding communication and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint and Outlook.
• Excellent customer service skills.
• Ability to maintain confidentiality with all matters.
• A “can-do” positive attitude and enjoy being part of a team.
• Eager to become an expert in the position.

Work Schedule

Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional hybrid office environment, daytime hours, working inside, standing, and sitting, no heavy lifting over 10 lbs.

Application Deadline

The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Dependent Care Savings Account for child and dependent care
• Four Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Familial Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Pay

No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Schedule

Monday through Friday, 8:00AM – 5:00PM.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Dependent Care Savings Account for child and dependent care
• Four Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Familial Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing